And again, you're forgetting: from the middle of the year, we're talking about a combined business of the two individual companies with a massive debt burden, my dear. And an FCF yield < 5 is not outstanding.
Also: your calculation is based on the current market cap with FCF assumptions for Ceco for 2026. You should not use forward values for the calculation, but look at the completed financial year. So: Reported FCF for 2025/MarketCap. Anything else will lead to misleading results because the future cash flows are not certain.
@Get_Rich_or_Die_Tryin then we somehow wrote past each other. I was always talking about the old company. Of course there will be a merger in the summer, which will initially change the figures for the worse. But that's nothing new. But we're talking about two healthy companies here. And my friend Prompt wrote about an FCfY of 0.5. Of course this is not a tech company
@Get_Rich_or_Die_Tryin Market Screener gives almost the same figure as I calculated. But at the end of the day, the important thing is how the two companies come together. And what the figures will be after one or two years. And I'm quite optimistic about that. That will also determine the performance in the end. The whole thing is not entirely risk-free, but it is also a nice adventure. Something that very few people in the community dare to do. You have to be a little crazy in life and take a risk.
@Get_Rich_or_Die_Tryin My dear, it is a learning process. I still see the opportunities before the risks. And the synergies outweigh the risks. But of course I could also be wrong
@Get_Rich_or_Die_Tryin Yes, that's true, but in my opinion two good companies. Which, in my opinion, can only benefit from the merger at the end of the day. I'm still optimistic. Even if you took a little of that optimism away from me in this morning's discussion. Or let's call it bringing it back to reality. 🙈 Maybe I'm also a dreamer. The question is whether that's good for investing
@Tenbagger2024 mhhh, I don't really believe that. I mainly use investing pro for my own searches. Since most of the relevant information there is behind a paywall, Prompt can't easily access it.
